Membership Plans

Choose Your Perfect Plan

From our affordable starter plan to comprehensive enterprise solutions. Get the support and tools your business needs.

Starter

Get started with professional accounting tools

$11.99/month
Access to accounting guides
Chart of accounts template
Monthly bookkeeping checklist
Community support
Basic financial ratios
Manual transaction entry
No bank account auto-sync
Limited problem solver access
No personalized recommendations
No priority support
Basic templates only
MOST POPULAR
Basic

Essential tools for small business owners

$29.99/month
Everything in Starter, plus:
🏦 Bank account auto-sync (up to 1 account)
Automatic transaction import
Full problem solver access
All downloadable templates
Tax calendar with reminders
Email support (48hr response)
Quarterly financial planning guide
Receipt organization system
Cash flow forecasting tools
Limited to 1 business
1 bank account connection
No 1-on-1 consultations
Standard support
Professional

Advanced features for growing businesses

$59.99/month
Everything in Basic, plus:
🏦 Bank account auto-sync (up to 5 accounts)
Credit card account sync
Personalized accounting recommendations
Monthly CPA consultation (30 min)
Priority email support (24hr response)
Advanced financial analysis tools
Custom report templates
Multi-business support (up to 3)
Automated tax deadline reminders
Industry benchmarking data
Bookkeeping best practices videos
Limited to 3 businesses
5 bank account connections
Enterprise

Complete solution for established businesses

$149.99/month
Everything in Professional, plus:
🏦 Unlimited bank account connections
Multi-currency support
Unlimited businesses
Weekly CPA consultation (1 hour)
Phone & priority support
Dedicated account manager
Custom integrations
Financial planning & analysis
Tax planning strategies
Audit preparation assistance
Team member access (up to 5)
White-label reports
API access for automation

Automatic Bank Account Synchronization

Save hours every week with automatic transaction imports. Connect your bank accounts and credit cards to sync transactions automatically - no more manual data entry!

🔒 Bank-Level Security

256-bit encryption & read-only access

⚡ Real-Time Updates

Transactions sync automatically daily

🏦 All Major Banks

Connects with 10,000+ institutions

Available on: Basic plan (1 account), Professional plan (5 accounts), Enterprise plan (unlimited)

Frequently Asked Questions

How secure is bank account connection?

Extremely secure! We use bank-level 256-bit encryption and read-only access through trusted partners like Plaid. We never store your bank login credentials, and your data is encrypted both in transit and at rest.

Can I change plans anytime?

Yes! You can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any charges.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express) processed securely through Stripe.

Is there a money-back guarantee?

Absolutely! We offer a 30-day money-back guarantee on all paid plans. If you're not satisfied, we'll refund your purchase, no questions asked.

What happens when I cancel?

You'll retain access to your paid features until the end of your current billing period. After that, your account will be downgraded to the Starter plan.

Not Sure Which Plan to Choose?

Our team is here to help you find the perfect plan for your business needs. Schedule a free 15-minute consultation.